506 Sale Bulk Discount Manager

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Bulk Discount & Sales Manager Shopify App - Tutorial Video by SpurIT

hello from sprite II and welcome to the,bulk discount manager wrap tutorial,video I will show you how to create and,manage your discounts easily I have the,app already installed on my webstore,here it is this app allows you to create,store wide discounts and discounts for,particular products and collections,schedule them and adjust sale icons to,your product images,this is the apps dashboard I don't have,any discounts yet so let's create one,I'll name this discount 30% off this,internal name won't be shown on the,storefront in the next field we should,set the discount as a fixed amount or as,a percentage in this section we should,select products or collections that,discount rule will be applied to you can,select the whole store option to create,a store wide discount let's select the,boots and shoes collection for this,discount rule the first section of the,rules optional settings allows you to,schedule your discount using the first,option you will create a discount that,will start right away after enabling and,work regardless of the date using the,second option we can create discounts,for upcoming sales beforehand here we,should set the start date and time using,this checkbox we can add a date when the,discount should stop the next two,options allow you to repeat the discount,weekly or monthly and this is an,exclusive feature and none of other,wraps provide a possibility to schedule,and repeat sales monthly or weekly,automatically in this section we can set,the price rounding rounding makes prices,much more tempting and attractive if you,set it at $0.99 then all discounted,prices will end with 99 cents you can,check the round to nearest value,checkbox to make the app define the,nearest values and round prices,according to these values for example,1520 will be rounded to $14.99 the last,field of the rule settings allows you to,apply a certain tag to orders with,discounted products it allows you to,manage these orders in the store admin,panel easily ok now let's save our first,discount rule here you'll see the list,of your current discounts you can find,all the archived ones in this tab in,this panel we can change the priority,levels which I will tell you about a bit,later see the products or collections,they are applied to duplicate them or,move them,to the archive all newly-created rules,are enabled by default we can also,enable disable scheduled duplicate and,archive our discounts in bulk using,these checkboxes as you can see the rule,status changes dynamically the rule,pending can take a minute and the,discount activation speed is,approximately one product per second ok,now the rule is activated let's take a,look at the storefront yeah great the,discount has been applied now I'm gonna,show you how the priority works let's,duplicate our discount and configure the,rules to have a 20% store wide discount,and a 10% discount for particular,products,now we have two different discount rules,with the same product selected which one,will be applied then

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Syndication Fund 506c Investor Rules and Regulations

is there um on the 506 c is there a,limit to how many investors i can bring,in to that in general even if they're,all accredited,yeah it's 2 000 so that's going to be an,issue the other thing we should talk,about when you're doing a 506c,not only do you have to limit yourself,to accredited investors only you have to,take what we call reasonable steps to,verify that they're accredited that,typically means you're you can't just,take their word for it right they're not,we're not going to give them a question,there where they just check a box and,we're good,somebody's going to have to be reviewing,tax returns or assets,depending on how how they're how they're,claiming to be accredited what almost,all of our clients do and really we,insist on is that we hire a third-party,verification company,and they're really they're relatively,inexpensive they're literally 50 60 70,an investor and they will handle that,whole compliance nonsense for us,and they will go and upload w-2s or,upload tax returns or look at bank state,whatever it is that they need to do to,verify that they're accredited they will,do and so there's a couple of outfits,out there but we need some kind of,verification company that we can simply,say hey,oh you want to invest you send us 100,grand or whatever please now talk to,so-and-so so that you can then provide,whatever documentation the easiest way,is is a cpa verification letter if you,can get their cpa provided a lot of cpas,are pushing back because they don't want,the liability but theoretically a cpa a,letter from their cpa that just says hey,i do this person's taxes i i know he's,accredited they make more than 200 grand,a year and they can just sign that,letter that's good if not,have them go through these outfits they,end up having an attorney review and we,have an attorney letter that comes back,to us we don't get to see their,financials so that's one of the selling,points that you can tell your investors,especially if you don't know them we're,not going to have access to any of your,financial there's going to be a third,party an attorney is going to review it,and we're just going to get a letter,from the attorney saying hey we've done,the process we've verified and i'm,telling you,johnny is an accredited investor let's,mauricio you and i are both part of like,really really high level masterminds and,people that have a lot of influence and,so i get people that come to me,frequently and go look man i'm not a,deal finder i'm never going to go out,and find deals i'm never going to manage,deals i'm never going to manage,employees but i have a lot of influence,and i can sway people,to invest in deals with you is there a,way i can carve out some sort of equity,with you if i bring people to the table,how do i structure a relationship like,that,you can't there's no way around it,the only way you can do that is if that,person that's referring you,the investor is a is either a broker,dealer,or,is a registered investment advisor that,hangs the

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Watch me close on the PHONE - Grant Cardone

I'm not I'm not too important of a CEO,whatever that even means to not do this,because this is the lifeblood of the,organization my goal is to meet as many,people in this planet as possible to see,people that are positive people that,have more time to create and to be,critical yeah grant cardone,come on man hey let me tell you why I'm,calling are you got you got you got a,second I got two questions you got a,second okay second question why didn't,you buy our product why didn't you buy a,product of course of course,and what would that right time what,would that look like to you yeah that's,awesome a lot happening for a lot of,people right now I agree with that yeah,let me ask you a question what what do,you when we get started in September,what do you hope that the product will,do for you you want more money you want,to close quicker yeah the exact exact,reason you're giving me is the number,one that's crazy as crazy as Rincon's,like Freudian,so so look look now let's say I get you,I generate more leads we create a great,culture and we close more sales,financially what would you hope for this,to do for you how much money would that,quantify if I hit the top mark thirty,percent okay two to three million a,month or two to three million a year,yeah okay that's eight hundred thousand,dollars a month yeah so we got we got,what are we in right now it's just June,15th or 16th something like that June,July July August September that's two,months two months two times eight,hundred how much is that it's gonna cost,you a million six two wait if I,guaranteed we'd make you a million six,in the next 60 days would you start,today yeah okay I'm gonna have my guy,call you back all right let's do it okay,let's do it,hey can I count on you to get started,now yeah you're the man thank you,Thank You Jarrett for giving me your dad,no that's not Jared's dad but but I mean,look sometimes that's all it takes

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When Can You Do A Generic Solicitation in a 506(b) offering?

so hi i'm gene trowbridge and you're at,our youtube channel and be sure before,you leave you subscribe but today we're,going to talk about a question that i,get when can i do a generic,solicitation if i'm doing a regulation d,rule 506 b,offering and certainly this is a,question that has to do with the,prohibition against advertising and,soliciting in certain private uh private,placements and it's a obviously a,securities,law,rule and so,what we have to do is first of all we,have to decide are we in the securities,world,if you're putting together an offering,where you're just three or four people,are going to go out and buy a property,and the three or four people are going,to make all their decisions unanimously,there's no one in charge everyone has an,equal vote,we'd call that a member managed,llc and that's not a security so you,don't have to worry about,generic advertising or any kind of,advertising as long as it's not a,security but,if there are enough investors or simply,if it's manager managed you have a group,of investors putting their money into an,llc to buy a property,and there are enough investors where,it's going to take quite,makes have some decisions being made,we're going to have a manager do all,that,an investment of money in this common,property property,with an expectation of,profit through the results of the,manager welcome to the securities world,and the rule and the general rule in the,securities world is every security has,to be,registered with the sec,unless it's exempt and you don't want to,go through registering with the sec,there's plenty of money to be raised by,doing exempt,private placement securities in flat in,fact the last statistics from the sec in,a 12-month period of time,was that,there's 1.8 trillion dollars raised in,private placements that are not,registered with the sec and that's about,four times the amount of money that,was raised on ipos on wall street,in registered securities during the same,period of time so this is big business,it's not all real estate,and i'm generally involved in the real,estate world but we do all sorts of,types of securities but it is big,business so here we're talking about an,awful lot of money being raised in,offerings that are exempt from sec,registration and the rule we're all,going to use is regulation d you've,probably heard of regulation d,and regulation d has two parts,um over 90 of the money is raised over,here in b but i'm going to talk about c,first,506 c,is the newer part of regulation d it,came out in the jobs act,and,it lets you raise as much money as you,want there's no limit you can have as,many accredited investors as you want,and because you're advertising which is,allowed you know your advertising goes,everywhere so people are going to come,to you to invest and you have to take,steps to be reasonably assured,that they're accredited,no sophisticated investors because an,advertised,security is a little higher in risk,according to the sec and so they,wouldn't want n

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SW506 Week 2

uh hi everyone welcome this is a lecture,uh that i'm going to call,context of social practice it's intended,to go along with uh social work 506,the second week of material,so just a quick agenda here um,going to talk about sort of,organizations social work organizations,in kind of a historical context and then,introduce a little bit more,terminology during this lecture so we're,going to talk about,sort of what makes an organization a,non-profit,uh and then we'll talk about some,characteristics of of sort of a,for-profit organization,um i'll i'll introduce the abramovitz,podcast,actually there's two of them uh which is,also part of the,um the sort of material for this week,and then just offer a few uh,concluding thoughts so,um the the very first social workers you,may remember this from,you know a class on policy or or a,history of social work class or,something like this,the first social work visitors are sorry,excuse me the first social workers were,sort of friendly visitors,they were often the spouses of a wealthy,industrialist who had some time on their,hands,um and they,simply visited with people who were who,were less fortunate and intent,attempt to coach them into um,sort of a better station in in life,the um the friendly visitors,phase and social work history was,ultimately pretty short and,um sort of groups of,of what were then known as social,workers started to sort of affiliate,with,themselves sometimes with churches and,religious organizations those,social workers who affiliated with uh,with religious organizations,uh that form of charity was about,advancing the mission of the religious,organization it was about,doing good other uh sort of,loose associations of early social,workers,um you know,form these associations to share,resources to make their resources go,further,sort of unify their efforts coordinate,their efforts so that they were,kind of doing the same thing and then,excuse me sorry about that some of the,earliest associations of social workers,started,establishing training programs when it,became clear that,social workers sort of needed a,well-articulated procedure,the first maybe not the first but sort,of the,formal um the first formal uh,one of the first formal um social work,organizations were,known as charitable organization,societies and really the purpose of,these,was to extend the reli the reach of the,relief that they could provide,they were also sort of early advocates,of scientific charity,and scientific charity was sort of a,really early form of assessment so that,was,we're only going to give we're going to,give relief to people we're going to,target people for relief who are,most likely to be helped by that relief,and we're going to,reduce or,reduce priority for people who aren't,going to be um,to be helped uh who aren't going to be,able to be helped by,uh by that particular relief so,really the the point of of me sort of,making this slide was to,to say that social work has always been,kind of practiced,in the co

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Dara Albright Events - Marketing Regulation A Offerings Online

so,one of the reasons why i selfishly put,this event together because,i'm actually writing a book on crowd,finance and i wanted to assemble all of,the thought leaders together so i could,take notes so,so basically this is chapter nine,i know this is great i i'm i'm really,excited you know one of the things that,we wanted to do with this event was was,not only show how to structure new,offerings to reach the retail investor,but really how to market them and i,think for a long time you know wall,street the sell side has become so,accustomed,to dealing with just the institutional,investor you know they know how to,market to institutional investors it's,easy you know you could you could go you,know find filings you know what fidelity,is covering you know what fund manager,covers what what analyst covers what but,when it comes really down to the retail,investor,you know the sell side doesn't have a,clue how do you know,you know that you know,joe smith is is interested in you know,early stage biotech companies you know,in in a particular area or you know or,or you know certain kinds of of products,or so this is you know i think what,we're seeing now are these these really,sophisticated data mining technologies,that are um you know that that are,enabling the sell side to go out there,and really embrace the retail investor,again so i'm really looking forward to,hearing uh from all the panelists here,and and i thought might what might be a,good idea is each one of you kind of,introduce yourself talk a little bit,about your platform and and and,and and how it works and how you work,with with especially with broker-dealers,you want to start first sure let's start,hi my name is chris terrell i'm the ceo,of offerboard,uh which is a platform that owns a,broker-dealer off-board securities,and that does private placement,transactions uh our platform uses,uh some patent-pending uh processes and,some dating style algorithms to actually,sift through,the data that's available which uh,thanks to the,online sales industry is actually quite,significant on the people that are being,marketed securities and,tries to match them with investments,that they are more interested in tries,to figure out what are they more likely,to be interested in and just like a,dating site when an investor comes in,and says that what they really want are,40 year old white men but they keep,clicking on 30 year old hispanics,we're not only watching what they tell,us we're watching what they do,uh what they're looking at how long,they're looking at it,and we're working on uh the version uh,the,the,securities version of people who bought,this also bought that,and trying to navigate that regulatory,and technological minefield,um,our uh the broker-dealer that we own has,17 bankers,in it all of whom have particular,industry expertise so we're also doing a,lot the old way i think,the,earlier speaker who mentioned,bank and the issues it had with having,to get on the phone the securities we're,selling a

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Crushing Sales for Furniture Store with Social Media Advertising

do you want to use the internet to get,in front of more customers my name is,Grant Cardone and I've been doing that,in this video you're gonna see my friend,Frank currents share with you some tips,on how you can use social media to get,in front of the quality customers that,are perfectly aligned with your product,in your service I hope you enjoy it when,you own an ad agency your entire life,becomes something that revolves around,making sure that your clients are always,happy and they're always getting more,money than what they're paper one of the,clients I obsess over of many is this,guy named Rob here he is now here with,my client Rob and don't mind the,consignments defined consignment buying,consignment common over Naples Naples,Florida he's an agency client he's,awesome we're getting his ads watched,100% the completion brain the half cents,on a one-minute testimonial video shot,on an iPhone advertising baby crazy so,what you're about to see is me walking a,group of people through how I built the,campaigns for Rob and the logic behind,how everything was set up and the reason,I'm sharing this with you is so that,hopefully you'll have something to model,and that you can apply this to your own,business and who knows he'll watch this,and you'll think hey I want this dude to,run my ads too he clearly knows what,he's doing,if that's the case go to Kern branding,calm but for now here's how we build,campaigns that win so we've been taking,on agency clients and I got this dude as,a client real cool guy as most of our,clients are super cool his name is Rob,he owns a consignment shop is maples,that sells a fancy furniture on,consignment which technically I don't,think it's really consignment I think,they just buy fancy furniture from,people and then they resell it but,whatever then usually all his fancy,furniture comes from like model homes,and stuff you know or no one's ever even,used it he buys it at a discount in,themselves up to the public so I take,the guy as a client and um really really,good things have happened,you know so I'm talking to him and doing,the intake call and everything like you,know tell me how businesses and it's all,going well for him and he's telling me,that up this one time he was on the news,it can be expensive but it's not we can,find some great finds here in the area,and speaking of finds I'm gonna tell you,one of my favorite places it's called,the fine consignment store and you can,see a lot of the furniture here in this,space it actually comes from the fine so,the fine is cool because it's a lot of,furniture is brand new it comes from,model homes and you get it at a fraction,of the cost,so ioud got a lot for staging homes to,sell but it's also great furniture for,someone who is wanting to have it to,live in on a daily basis he's like dude,we had one of the best days ever and so,I was like well why don't we like edit,out a little bit of that clip and use it,as an add-on the Facebook's you know so,we did a little bit of that an

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Bus506 Business Presentation - Griffon Pens

good evening first and foremost i want,to thank our investors for their time,and be being able to listen to this,presentation my name is jordan lim i'm,the founder of griffin pens and i'm here,to talk to you about my company,uh griffinpens is a fictitious,e-commerce company,focused on rebranding and elevating the,writing experience,for your average consumer we seek to,bring,the style of a luxury pen to your,day-to-day job,now our mission our mission and vision,first and foremost is to re-brand the,writing experience,oftentimes we perceive pens or writing,utensils to just be a means to an end,but just a tool for you to write,something down or dot something real,quick,but we believe writing is so much more,than that writing is for,writing is the ability for a person to,put a thought put it down on paper,but when you think of some of the key um,milestones or moments in a person's life,you think about that first time,accepting your job offer that first,check you wrote that first contract you,sign,it all requires a signature in the act,of writing,and we believe special moments such as,those requires a special pen to,commemorate,our vision our mission and vision,expanded our vision is to elevate the,writing experience,to promote thoughtful communication we,believe by holding something more,value it will uh the end user,will be more thoughtful more cognizant,of what they write because there'll be,an element,of conservatorship towards how they use,it,and affordable luxury we want to provide,the glitz and glamour that may not be,commonly afforded,to your average consumer but we want to,bring that experience to them,our product our mission has been broken,up into three segments a product mission,a social mission,and an economic mission our product,mission our value proposition is very,simple,more for less you have the look and feel,of a luxury pen without a fractional,cost,our social mission is to be cognizant of,on the social issues going around us,and to initiate charity campaigns,portion of the sales go towards,charities,affecting change within our community,and ultimately,economic mission as a business our goal,is to maximize profits,but we want to do it in an ethical way,how you do something,is equally as important as what gets,done,uh finding the blue ocean we believe,that assessing the luxury stationary,market,that there is an untapped market and,that we have the opportunity to be a,disruptor,when you think of luxury style goods for,example cars ferraris maseratis,lamborghinis mclarens these are all,brands that people are familiar with,but on the contrary you don't typically,see,these companies market themselves to the,average consumer i mean when's the last,time you've seen a commercial for any of,these brands,i'm just on tv casually watching um,sports,you venture to say not often and the,same applies to luxury goods because,luxury or luxury pens,because luxury goods um commonly tend to,market themselves so we believe by,bringing the marketing towa

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Managing Your Investors With Software

my name is garrison gilbert we are,multi-family masters my two business,partners and myself do this once a month,free content,a lot of content,all about spreading the,realness of multi-family real estate and,when i say multi-family real estate i,use that term kind of generally um,anything cash flowing wise self storage,apartment buildings mobile homes etc we,are multifamilymasters.com,uh i'm from baltimore maryland mr palchi,is from los angeles and mr ferris moosa,from houston i've been doing this uh,real estate thing full time for about 21,years powell owns a couple thousand self,storage units ferris just closed on a,500 plus unit apartment building has,another 400 units under contract right,now,we created,multifamilymasters.com because our goal,is to create the world's largest cash,flowing platform and we're well on our,way we have 50 plus meetups across the,globe we have the biggest the baddest,the best uh multi-family mastermind,around if you are looking to,really learn this business and surround,yourself with like-minded people and,really have people that know this,business inside and out looking over,your shoulder holding you accountable,and really digging down deep into the,weeds of this business because we want,you closing deals because plain and,simple we want to partner with you,that's what we're all about,um we are throwing a multi-family,conference coming up in orlando november,13th and 14th if you did not get tickets,get them now uh before the prices go up,it's going to be our first conference,it's going to be a good conference we're,going to keep it kind of small for the,first one,um because of covet and because it's the,first one and we want to kind of create,that family feel,that was our goal when we originally,created multi-family masters,if you're interested in the mastermind,or the conference feel free to reach out,to me gigi,at,multifamilymasters.com that's garrison,gilbert gigi,at,multifamilymasters.com if you want to,check out our conference,multifamilycon c-o-n-dot-com,multifamilycon.com november 13th and,14th my name is garrison gilbert,let's rock and roll go ahead pal,okay uh i'm just sorry i'm just putting,that multifamilycon.com into our chat,here um so great my name is powell chi,i am one of the founders here,multi-family masters started this group,about four years ago in a small,it was a small,eight-person meetup,in the hotel lobby of of in la right and,since then it has grown significantly,like garrison mentioned but you know we,we started with just a couple chapters,uh grew it out from california out the,west coast then blew it up over on the,east coast as well filled out a lot of,the states in between,um i myself have been investigating,investing in,real estate for uh let's see i guess,five years now um and,bought my first multi-family property,four years,four years ago yep four years ago uh,since then been involved in another,multi-family property these are both in,indianapolis and then i got involved in,five diff

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Margill Loan Manager - What's new in 5.1

welcome to our webinar on version 5.1,so the game plan for today will be first,of all to look,at uh the new documentation that's,available,the various tools to help you out,without needing our,our help we'll look at,what's new and what was new in version,5.0 so,things not to forget because 5.0 was a,pretty major,update you'll see 5.1 has many,exceptions,which we've managed and our latest,version in module 5.1,is from may 28th so this is the version,itself,there's an upcoming version later in,june,and we'll see the couple of changes in,there not nice little changes,to obtain the latest update go to,marginal.com,get we'll also look at these important,features this is like a recap more or,less of,things i see when i get some training,people forget these things you should,use these features but they're not we're,also mentioning that module is available,as a service so,online directly online,on the cloud should i say and we'll be,finally looking at what's happening in,version 5.2,which will be released in early fall,in terms of of documentation our,knowledge base is a really important,tool for you guys,it includes over a hundred articles on,how to do this or that,we have videos we try publishing videos,regular on a regular basis,we answer questions and detail these,questions,uh when when they're interesting for,other clients also,we also look at special scenarios and,special calculations,quite useful for you there's not there's,now a search engine in this in the in in,the knowledge base,so you can go in the knowledge base use,for example excel or quickbooks,or whatever and search the marginal loan,manager and you'll find the,pertinent articles on that since it's,getting to be quite extensive,our whitepaper we've had time to update,because of the crisis,we've had time to update our white paper,the lost art of interest calculation,it was first published in 2008 there,were minor changes,but in spring of 2020 i did some major,changes to the saw,to to the paper itself so it's a very,nice,uh boring read boring yeah uh but it's,very pertinent if you,want to really understand uh,how interest is calculated the various,methods of calculating,so if you're not sure on how you're,calculating your interest,take a look at this paper i know many,banks can solve this because,people forget how to do their interest,calculations,there'll be a new user guide right now,we're still at version 4.4 which is,of course getting old the new version,will be available,later this summer version 5.1 it's got,over a thousand pages it's a little,incredible there's so much documentation,on these screenshots in there,nobody reads the user guide of course,it's made really to consult specific,sections on a specific topic,so it's worth looking at and will as,soon as that's released,it'll be available in pdf and also in an,interactive form or,html format so we'll advise you,in our newsletters of course always new,you read our newsletters,if you don't receive them tell us and,we'll uh we'll a

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